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Primary Record

Indianapolis, US · Founded 2023 · Delaware corporation · 6 employees on LinkedIn · 3 known investors

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Primary Record is a health information management platform that aggregates patient data from multiple portals and sources into a centralized location for families to organize, share, and access medical records.

Founders & leadership

Primary Record was founded in 2023 by Jean Ross and Jim McIntosh.

JRJean Ross
Jean RossFounderJean Ross is a nurse and co-founder of Primary Record, a health information management platform that centralizes patient and family medical records from multiple sources. Her background includes work as a caregiver focused on health data interoperability and care coordination across healthcare settings.
JMJim McIntosh
Jim McIntoshFounder
CR
Chris RossNamed on SEC filing

Board

EBEric Beier
Eric BeierBoard directorPartner and Chief Medical Officer at Boomerang Ventures
PHPatrick Henshaw
Patrick HenshawBoard directorManaging Director at Render Capital

Investors · 3

Reported raises · per SEC filings

Form D private placements

$765K disclosed across 2 rounds · 2023–2026

▶$10KraisedJun 2026 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Eric BeierDirector
  • James McIntoshExecutive Officer, Director
  • Jean RossExecutive Officer, Director, Promoter
  • Patrick HenshawDirector
Offering amount
$95K
Amount sold
$10K
First sale
May 2026
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$755KraisedNov 2023 · 6 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • James McIntoshExecutive Officer, Director
  • Jean RossExecutive Officer, Director, Promoter
  • Chris RossExecutive Officer
Offering amount
$1M
Amount sold
$755K
First sale
Nov 2023
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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In the news

Frequently asked questions

What does Primary Record do?
Primary Record is a health information management platform that aggregates patient data from multiple portals and sources into a centralized location for families to organize, share, and access medical records.
Who founded Primary Record?
Primary Record was founded by Jean Ross, Jim McIntosh in 2023.
Who are Primary Record's investors?
Primary Record's investors include Boomerang Ventures, IU Ventures, Render Capital.
How much funding has Primary Record raised?
Primary Record has disclosed $765K raised across 2 rounds.
Where is Primary Record headquartered?
Primary Record is headquartered in Indianapolis, US.